Simple Solution • Powerful Results
Free Program Upgrades: May be easily downloaded at any time from our website
Instant Reorders: Recall complete specifications of past orders instantly.
Request Quotes from Vendors: Unlimited RFQ capability
Provide Quotes to Customers: Quote pricing at up to three different quantities
Send Acknowledgements to Customers: Decrease the chance of miscommunications
Invoice Customers: Can be done from Intelliform or QuickBooks
Print, E-mail or Fax: All RFQ’s, Customer Quotes, Purchase Orders and Acknowledgements
Multi-Line Purchase Orders: Enter as many items to the same manufacturer as you wish.
History Button: One click displays a record of a customer's transaction history.
Multiple Ship To's: Maintain an unlimited number of shipping addresses for any customer.
Follow Up Date Field: Reminds you when a reorder is due.
Special Remarks Section: Add messages to your customers and vendors.
Find Option: Quick retrieval of any record from your Intelliform database.
Balance Due Field: Track receivables by client.
Sort Button: Organize and present information by a variety of criteria.
Reference Number: An easy tracking device to follow the transaction through the billing cycle. (Can be customized to your own numbering sequence or format.)
Customer and Vendor Database Management: Unlimited capacity.
Customer and Vendor Comment Field: Enter notes and information for both customers and vendors.
File Copy Option: Instantly prints the information in each template to paper.
Sales Rep Commissions: Calculate commissions for any time period.
Aging Reports: Track your collections at the touch of a button.
Monthly Statements: Create monthly statements in seconds
Customer Usage Report: Can be provided to customers as a selling tool.
Sales Reports: By whatever criteria you choose